This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-27-2020
- Office Locations
- 5
Office Locations
About Lansing Street Advisors
Lansing Street Advisors is an SEC-registered, full-service fiduciary RIA in Ambler, PA focused on helping families through accumulation, preservation, and distribution. The team provides wealth enhancement, transfer, and protection planning plus investment consulting, including cash-flow and tax-aware strategies, estate planning coordination, and insurance/trust planning. Portfolios may use ETFs and mutual funds, and clients can access accounts via an eMoney wealth dashboard and Schwab Alliance.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
MATTHEW TOPLEY
Advisor, Chief Executive Officer
- CRD
- #4604606
- Ownership
- 75% or more
MICHAEL CHARLES TOPLEY
Chief Compliance Officer, CHIEF OPERATING OFFICER
- CRD
- #5808156
- Ownership
- 5% but less than 10%
Showing 2 of 2 owners & executives
Unlock allContacts
Patrick Hodes Greenhalgh
--
- CRD
- #6622405
MICHAEL TODD HORWATH JR
--
- CRD
- #6015918
Focus north
Foundation zenith foundation
- CRD
- #67074
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $554,999,739 | $989,304 |
| Non-Discretionary | $0 | -- |
| Total | $554,999,739 | $989,304 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $516,657,416
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $482,721,321 | 9.9% |
| Equity - Exchange | $419,333,673 | 8.6% |
| Other | $780,155,670 | 16.0% |
| Cash | $287,682,403 | 5.9% |
| Equity - OTC | $794,783,589 | 16.3% |
| Private Funds | $1,019,078,344 | 20.9% |
| U.S. Government/Agency | $1,092,217,938 | 22.4% |
| Total | $4,875,972,938 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MATRIX FUSION MATRIX | MOMENTUM MERIDIAN | QG3KM4PJU | JLRG | 10.54% | $109,854,080 |
| MATRIX EMBER CAPITAL | PRIME HORIZON | G97VDYOSL | KKO | 2.03% | $95,643,393 |
| ALPHA MATRIX | PIONEER EMBER | CZEAH7VG8 | EFC | 11.72% | $16,679,810 |
| HARBOR VECTOR | FUSION SUMMIT | I6FR5KNF9 | IGL | 3.16% | $1,895,050 |
| OPTIMA FRONTIER SIGNAL | UNISON UNISON | JWDKLO48J | RKQG | 12.35% | $79,404,082 |
| BEACON MOMENTUM | HORIZON FOCUS | TXCZD626D | WUBXX | 7.55% | $91,893,820 |
| FUSION SIGNAL | MOMENTUM PEAK | PXRBUOQH9 | ETVE | 5.14% | $90,047,683 |
| OPTIMA VECTOR BRIDGE | ELEMENT FUSION | OU7JV8HG1 | NZSP | 11.22% | $92,370,314 |